
Agency operators
Consolidate client workspaces, messaging, reporting, and billing. Keep each client isolated while your team runs the whole book from one command center.
- Agency dashboard: cross-tenant health and throughput
- Client portals + automated updates
- Brand kits and approvals for publish flows
Local service businesses
Turn missed calls into bookings, unify inboxes, and collect payment fast. The stack is designed for speed: fewer tools, fewer logins, fewer dropped leads.
- Scheduling rules, hours, resources, and intake
- Bookings + reminders + follow-ups
- Embedded checkout and subscription recovery
Platform teams
Operate reliably at scale with governance controls, SRE visibility, and secure-by-default workflows. Use the same primitives across every feature: tenants, modules, routing, and observability.
- Governance and controls for deployments
- SRE dashboards and health signals
- Security center with safe defaults
Home Services
Booking + quoting + missed lead recovery + reviews to referrals.
Cleaning Services
Recurring subscriptions + route-friendly scheduling + rebooking + reviews.
Auto Services
Appointments + status updates + upsells + review engine.
Beauty & Personal Care
Calendar-first UX + deposits to reduce no-shows + packages + rebook prompts.
Fitness & Wellness
Classes + appointments + memberships + retention nudges and win-back loops.
Coaches & Consultants
Lead capture + qualification + proposal/checkout + follow-up sequences.
Pest Control
Pest Control: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Landscaping / Lawn Care
Landscaping / Lawn Care: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Pool Service
Pool Service: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Garage Door Repair
Garage Door Repair: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Appliance Repair
Appliance Repair: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Handyman / General Contractor
Handyman / General Contractor: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Moving Companies
Moving Companies: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Junk Removal
Junk Removal: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
IT Managed Services (MSPs)
IT Managed Services (MSPs): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Computer/Phone Repair Shops
Computer/Phone Repair Shops: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Staffing / Recruiting Firms
Staffing / Recruiting Firms: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Music Teachers / Studios
Music Teachers / Studios: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Driving Schools
Driving Schools: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Trade Schools / Bootcamps (local)
Trade Schools / Bootcamps (local): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Child Tutoring Centers
Child Tutoring Centers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
After-School Programs
After-School Programs: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Groomers
Groomers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Dog Trainers
Dog Trainers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Pet Sitters / Boarding
Pet Sitters / Boarding: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Mobile Vets (cash-pay)
Mobile Vets (cash-pay): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Photographers / Videographers
Photographers / Videographers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Property Management (small landlords)
Property Management (small landlords): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
HOAs
HOAs: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Self-Storage Operators
Self-Storage Operators: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Short-term Rental Managers (Airbnb)
Short-term Rental Managers (Airbnb): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Tire Shops
Tire Shops: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Mobile Mechanics
Mobile Mechanics: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Towing Companies
Towing Companies: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Car Audio / Install Shops
Car Audio / Install Shops: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Window Tint / Wraps
Window Tint / Wraps: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Fleet Maintenance Providers
Fleet Maintenance Providers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Chiropractic / PT
Chiropractic / PT: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Medspa / Aesthetics
Medspa / Aesthetics: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Nonprofits
Nonprofits: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Churches
Churches: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Associations
Associations: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Roofing Contractors
Roofing Contractors: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Solar Installers
Solar Installers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Window & Door Installers
Window & Door Installers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Foundation Repair
Foundation Repair: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Water Damage / Restoration
Water Damage / Restoration: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Mold Remediation
Mold Remediation: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Tree Service / Arborists
Tree Service / Arborists: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Fence Installers
Fence Installers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Painting Contractors
Painting Contractors: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Flooring Installers
Flooring Installers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Concrete Contractors
Concrete Contractors: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Pavers / Hardscaping
Pavers / Hardscaping: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Gutter Installation/Cleaning
Gutter Installation/Cleaning: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Pressure Washing
Pressure Washing: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Insulation Contractors
Insulation Contractors: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Home Inspectors
Home Inspectors: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Locksmiths
Locksmiths: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Security System Installers
Security System Installers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Fire Protection Services
Fire Protection Services: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Septic Service
Septic Service: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Architects (Small Firms)
Architects (Small Firms): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Interior Designers
Interior Designers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Civil/Structural Engineers (Residential/Light Commercial)
Civil/Structural Engineers (Residential/Light Commercial): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Permitting Expediters
Permitting Expediters: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Bookkeepers (Industry-Specialized)
Bookkeepers (Industry-Specialized): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Notaries / Mobile Notaries
Notaries / Mobile Notaries: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Translation/Interpretation Services
Translation/Interpretation Services: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Mediation Services
Mediation Services: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Private Investigators (Positioning-safe)
Private Investigators (Positioning-safe): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Nutritionists / Dietitians
Nutritionists / Dietitians: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
IV Hydration Lounges
IV Hydration Lounges: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Animal Shelters/Rescues
Animal Shelters/Rescues: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Martial Arts Schools
Martial Arts Schools: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Dance Studios
Dance Studios: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Art Studios / Pottery Classes
Art Studios / Pottery Classes: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Cooking Schools / Chef Classes
Cooking Schools / Chef Classes: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Language Schools
Language Schools: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Travel Advisors / Agencies
Travel Advisors / Agencies: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
HVAC Contractors
HVAC Contractors: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Plumbing Contractors
Plumbing Contractors: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Electricians
Electricians: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
HVAC Duct Cleaning
HVAC Duct Cleaning: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Chimney Sweep/Repair
Chimney Sweep/Repair: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Glass Repair/Replacement
Glass Repair/Replacement: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
HVAC Refrigeration (Commercial)
HVAC Refrigeration (Commercial): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Pest Wildlife Removal
Pest Wildlife Removal: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Window Cleaning (Residential/Commercial)
Window Cleaning (Residential/Commercial): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Carpet Cleaning
Carpet Cleaning: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Pest Control (Commercial)
Pest Control (Commercial): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Security Guards (Local Firms)
Security Guards (Local Firms): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Movers (Commercial)
Movers (Commercial): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Commercial HVAC Maintenance Plans
Commercial HVAC Maintenance Plans: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Industrial Equipment Repair (Local)
Industrial Equipment Repair (Local): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Courier/Delivery Services (Local)
Courier/Delivery Services (Local): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Junk Hauling (Commercial)
Junk Hauling (Commercial): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Logistics/Freight Brokers (Small)
Logistics/Freight Brokers (Small): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Corporate Training Providers
Corporate Training Providers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Funeral Homes
Funeral Homes: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Estate Sale Companies
Estate Sale Companies: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Moving Storage/Pods Providers (Local)
Moving Storage/Pods Providers (Local): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Assisted Living Referral Services
Assisted Living Referral Services: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Senior Home Care Agencies
Senior Home Care Agencies: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Chiropractic Wellness Memberships
Chiropractic Wellness Memberships: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Tutoring (1:1 Online)
Tutoring (1:1 Online): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Virtual Assistants / Admin Services
Virtual Assistants / Admin Services: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Cleaning (Airbnb Turnover Specialists)
Cleaning (Airbnb Turnover Specialists): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Mobile Car Wash
Mobile Car Wash: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Mobile Detailing Fleets (Multi-van)
Mobile Detailing Fleets (Multi-van): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Personal Chefs
Personal Chefs: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Meal Prep Services
Meal Prep Services: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Nutrition Meal Plans (Coach + Meal)
Nutrition Meal Plans (Coach + Meal): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Mobile Bike Repair
Mobile Bike Repair: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
EV Charger Installation
EV Charger Installation: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Elevator Service (Local/Regional)
Elevator Service (Local/Regional): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Commercial Kitchen Repair (Restaurants)
Commercial Kitchen Repair (Restaurants): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Fireplaces & Outdoor Kitchens
Fireplaces & Outdoor Kitchens: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Garage Floor Coatings (Epoxy/Polyaspartic)
Garage Floor Coatings (Epoxy/Polyaspartic): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Cabinet Makers / Refacing
Cabinet Makers / Refacing: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Countertops (Granite/Quartz)
Countertops (Granite/Quartz): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Basement Waterproofing
Basement Waterproofing: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Radon Testing/Mitigation
Radon Testing/Mitigation: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Demolition Contractors
Demolition Contractors: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
General Contractors (Remodeling)
General Contractors (Remodeling): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Kitchen & Bath Remodelers
Kitchen & Bath Remodelers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
HVAC Commercial Controls (Building Automation)
HVAC Commercial Controls (Building Automation): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Water Softener / Filtration Installers
Water Softener / Filtration Installers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
HVAC/Plumbing Membership Plans (Maintenance Clubs)
HVAC/Plumbing Membership Plans (Maintenance Clubs): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Energy Auditors (Home/Commercial)
Energy Auditors (Home/Commercial): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Home Automation/Smart Home Installers
Home Automation/Smart Home Installers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Access Control Installers (Commercial)
Access Control Installers (Commercial): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
CCTV / Camera Installers
CCTV / Camera Installers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Low-Voltage Cabling Contractors
Low-Voltage Cabling Contractors: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Notary Signing Agents (Real Estate Closings)
Notary Signing Agents (Real Estate Closings): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Day Camps (Summer/Seasonal)
Day Camps (Summer/Seasonal): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Sports Training Academies
Sports Training Academies: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Swim Schools
Swim Schools: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Photographer Mini-Sessions (Seasonal)
Photographer Mini-Sessions (Seasonal): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Mobile Massage (In-home)
Mobile Massage (In-home): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
House Sitting / Property Watch
House Sitting / Property Watch: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Moving Help / Labor-only Crews
Moving Help / Labor-only Crews: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Healthcare Clinics (Cash-Pay)
Bookings + reminders + reviews, with conservative compliance guardrails.
Legal (Intake + Scheduling)
Intake forms -> consult booking -> payment retainer, with strict disclaimers.
Financial Services / Tax Pros
Appointment + document checklist + payment links, with audit-friendly controls.
Insurance Agencies
Insurance Agencies: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Mortgage Brokers
Mortgage Brokers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Mental Health Practices (cash-pay)
Mental Health Practices (cash-pay): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Tax Preparers / Bookkeeping
Tax Preparers / Bookkeeping: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Legal Intake Portals (immigration/family/etc.)
Legal Intake Portals (immigration/family/etc.): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Optometry Practices
Optometry Practices: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Hearing Aid / Audiology Clinics
Hearing Aid / Audiology Clinics: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Speech Therapy Practices
Speech Therapy Practices: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Occupational Therapy Clinics
Occupational Therapy Clinics: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Functional Medicine Clinics
Functional Medicine Clinics: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Urgent Care (Booking + Reminders)
Urgent Care (Booking + Reminders): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Veterinary Clinics (In-office)
Veterinary Clinics (In-office): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Commercial Cleaning (Medical/Office)
Commercial Cleaning (Medical/Office): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Child Therapy / ABA Clinics (Compliance-aware)
Child Therapy / ABA Clinics (Compliance-aware): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Dermatology Clinics (Cosmetic/Cash)
Dermatology Clinics (Cosmetic/Cash): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Dental Practices (General/Cosmetic)
Dental Practices (General/Cosmetic): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Orthodontists
Orthodontists: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Lead Paint / Asbestos Abatement
Lead Paint / Asbestos Abatement: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Medical Billing Services
Medical Billing Services: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Credentialing Services (Healthcare Providers)
Credentialing Services (Healthcare Providers): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Compliance Consulting (SOC2/ISO/HIPAA ops positioning)
Compliance Consulting (SOC2/ISO/HIPAA ops positioning): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Accounting/Tax Firm (Enterprise SMB)
Accounting/Tax Firm (Enterprise SMB): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Home Healthcare Equipment (DME Rental/Delivery Ops)
Home Healthcare Equipment (DME Rental/Delivery Ops): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Mobile Phlebotomy / Lab Collection (Cash-pay)
Mobile Phlebotomy / Lab Collection (Cash-pay): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Physical Therapy Mobile (Home Visits)
Physical Therapy Mobile (Home Visits): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Midwives / Birth Doulas
Midwives / Birth Doulas: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Postpartum Doulas / Newborn Care Specialists
Postpartum Doulas / Newborn Care Specialists: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Chiropractic X-Ray/Imaging (Clinic add-on)
Chiropractic X-Ray/Imaging (Clinic add-on): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Mental Health Group Practices (Ops-only)
Mental Health Group Practices (Ops-only): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Medical Spas Membership Clubs (Advanced)
Medical Spas Membership Clubs (Advanced): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Real Estate (Agents/Teams)
Lead routing + rapid response + showing requests + team inbox.
Events (DJs, Photographers, Venues)
Quote -> deposit -> reminders -> review requests.
Education / Tutoring / Test Prep
Booking bundles + subscriptions + automated reminders + re-engagement.
Daycare Waitlists / Tours
Daycare Waitlists / Tours: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Wedding Planners
Wedding Planners: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Party Rentals
Party Rentals: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Florists
Florists: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Caterers
Caterers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Bands/DJs
Bands/DJs: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Tour Operators
Tour Operators: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Boat Charters
Boat Charters: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Fishing Guides
Fishing Guides: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Escape Rooms / Attractions
Escape Rooms / Attractions: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Event Venues
Event Venues: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Wedding Venues (Specialized)
Wedding Venues (Specialized): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Catering (Corporate)
Catering (Corporate): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Wellness Retreats (Local/Weekend)
Wellness Retreats (Local/Weekend): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Music Venues / Ticketed Events (Light)
Music Venues / Ticketed Events (Light): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Mobile Bartenders
Mobile Bartenders: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Bike Tours / Experience Guides (Local)
Bike Tours / Experience Guides (Local): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Marketing Agencies / Local Growth Shops
Multi-client ops, leakage detection, benchmarking, and upsell prompts.
Vertical Reseller-in-a-Box
Pre-bundled industry packages agencies can resell (templates, pricing, automations).
B2B Services (Commercial cleaning, security, signage, printing)
B2B Services (Commercial cleaning, security, signage, printing): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Fractional CFOs
Fractional CFOs: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Marketing Consultants (Local SMB)
Marketing Consultants (Local SMB): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
PR Firms (Boutique)
PR Firms (Boutique): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Web/Design Agencies
Web/Design Agencies: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Video Production Agencies
Video Production Agencies: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Print Shops
Print Shops: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Signage Shops
Signage Shops: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Commercial Photography (Product/Brand)
Commercial Photography (Product/Brand): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
HR Consulting / PEO Brokers
HR Consulting / PEO Brokers: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Payroll Services (Local Providers)
Payroll Services (Local Providers): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Business Formation / Registered Agent (Ops-only positioning)
Business Formation / Registered Agent (Ops-only positioning): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Court Reporting / Deposition Services
Court Reporting / Deposition Services: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Litigation Support (Copy/Scan/Trial Prep Ops)
Litigation Support (Copy/Scan/Trial Prep Ops): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Lactation Consultants
Lactation Consultants: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Restaurants / QSR
Reservations/waitlist + loyalty/offers, with future POS expansion.
E-commerce Microbrands
Native checkout + subscriptions + support inbox, with room for deeper ops.
Coworking Spaces
Coworking Spaces: packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
Clubs/Leagues (sports/social)
Clubs/Leagues (sports/social): packaged workflows for lead capture, pipeline conversion, scheduling, checkout, and automated retention loops.
